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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,201 | $157,276-55.4% | $141,177-50.3% | $152,885-54.1% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.5%-46.7pp |
| Annual return | 15.60% | 64.33%-48.7pp | 71.40%-55.8pp | 345.39%-329.8pp |
| Employer contribution / active EE | $721 | $5,262-86.3% | $4,736-84.8% | $4,763-84.9% |
| Participant deferral / active EE | $2,466 | $7,110-65.3% | $6,710-63.3% | $5,851-57.9% |
| Admin fee / account holder | $1,516 | $12,123-87.5% | $10,263-85.2% | $11,598-86.9% |